Cambridge Investment Research Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$88,629
+361.0%
802,291
+360.9%
0.41%
+370.5%
Q2 2023$19,227
-65.3%
174,083
-65.3%
0.09%
-67.6%
Q1 2023$55,429
-44.4%
501,620
-44.7%
0.27%
-47.4%
Q4 2022$99,634
-99.9%
906,420
-5.3%
0.52%
-12.8%
Q3 2022$105,308,000
+1.4%
957,342
+1.5%
0.59%
+6.1%
Q2 2022$103,815,000
+62.6%
942,912
+62.8%
0.56%
+90.8%
Q1 2022$63,863,000
+462.5%
579,254
+463.4%
0.29%
+474.5%
Q4 2021$11,354,000
+202.9%
102,821
+202.9%
0.05%
+168.4%
Q3 2021$3,749,000
-76.2%
33,940
-76.2%
0.02%
-74.7%
Q2 2021$15,744,000
-7.7%
142,491
-7.7%
0.08%
-19.4%
Q1 2021$17,060,000
-15.1%
154,374
-15.1%
0.09%
-21.2%
Q4 2020$20,103,000
+10.3%
181,880
+10.5%
0.12%
-4.1%
Q3 2020$18,226,000
+53.3%
164,639
+53.4%
0.12%
+38.2%
Q2 2020$11,889,000
-56.3%
107,358
-56.2%
0.09%
-65.9%
Q1 2020$27,228,000
+215.5%
245,250
+213.9%
0.26%
+289.6%
Q4 2019$8,629,000
-28.5%
78,118
-28.4%
0.07%
-36.8%
Q3 2019$12,066,000
-25.0%
109,075
-25.0%
0.11%
-28.4%
Q2 2019$16,086,000
-6.5%
145,378
-6.6%
0.15%
-10.3%
Q1 2019$17,205,000
-42.3%
155,603
-42.5%
0.16%
-50.0%
Q4 2018$29,840,000
-28.9%
270,531
-28.8%
0.33%
-17.7%
Q3 2018$41,969,000
-3.3%
380,015
-3.3%
0.40%
-12.4%
Q2 2018$43,405,000
+59.3%
393,021
+59.3%
0.46%
+49.2%
Q1 2018$27,239,000
+6.8%
246,793
+6.6%
0.31%
+2.3%
Q4 2017$25,515,000
-0.5%
231,452
-0.4%
0.30%
-13.0%
Q3 2017$25,652,000
-8.3%
232,369
-8.4%
0.34%
-16.1%
Q2 2017$27,981,000
-3.1%
253,610
-3.1%
0.41%
-16.6%
Q1 2017$28,872,000
-5.1%
261,666
-5.1%
0.49%
-13.5%
Q4 2016$30,414,000
-4.6%
275,738
-4.5%
0.57%
-3.7%
Q3 2016$31,878,000
-17.1%
288,676
-17.1%
0.59%
-27.4%
Q2 2016$38,463,000
+6.6%
348,240
+6.5%
0.82%
-0.1%
Q1 2016$36,086,000
+26.0%
326,981
+25.9%
0.82%
+20.4%
Q4 2015$28,635,000
+2849.0%
259,798
+2852.2%
0.68%
+2321.4%
Q3 2015$971,000
+52.7%
8,800
+52.6%
0.03%
+55.6%
Q2 2015$636,000
-12.8%
5,768
-12.8%
0.02%
-14.3%
Q1 2015$729,000
+8.0%
6,611
+8.0%
0.02%0.0%
Q4 2014$675,000
-1.6%
6,119
-1.6%
0.02%
+5.0%
Q3 2014$686,0006,2200.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders